Commonwealth Equity Services’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Commonwealth Equity Services’s Portfolio UTWY Stock Details UTWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$238K	Buy	6,114 +488	+9%	+$20.1K	﹤0.01%	3935
2026 Q2	$240K	Buy	5,626 +444	+9%	+$18.9K	﹤0.01%	3973
2026 Q1	$222K	Buy	5,182 +495	+11%	+$21.6K	﹤0.01%	3910
2025 Q4	$204K	Buy	+4,687	New	+$207K	﹤0.01%	3973

Other funds holding UTWY

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Commonwealth Equity Services's UTWY Position: Q3 2026 in Review

Commonwealth Equity Services increased its US Treasury 20 Year Bond ETF (UTWY) stake by 8.7% in Q3 2026, buying an estimated $20.1K and bringing the position to 6,114 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Commonwealth Equity Services first reported a position in UTWY in Q4 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2026. 4 funds tracked by Wall St. Rank hold UTWY as of Q3 2026.

Commonwealth Equity Services held 6,114 shares of US Treasury 20 Year Bond ETF worth $238K as of Q3 2026.
Commonwealth Equity Services bought 488 US Treasury 20 Year Bond ETF shares in Q3 2026, an estimated $20.1K.
US Treasury 20 Year Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3935 holding.
Commonwealth Equity Services first reported a position in US Treasury 20 Year Bond ETF in Q4 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's US Treasury 20 Year Bond ETF position peaked at $240K in Q2 2026.
4 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.